Slack Integration

Connect Heyo to Slack to receive real-time notifications in your team's channels. When visitors send messages or trigger alerts, you'll see them instantly in Slack—and you can reply directly from threads.

Features

• Real-time notifications - New messages and alerts appear instantly in your chosen channel
• Threaded conversations - Each visitor conversation becomes a Slack thread for easy tracking
• Reply from Slack - Respond to visitors without leaving Slack
• Rich formatting - See visitor info, country, and conversation context
• Alert notifications - Get notified when visitors trigger your custom alerts

Prerequisites

• A Heyo account with Premium subscription
• A Slack workspace where you can install apps
• Permission to add apps to your Slack workspace

Setup Instructions

Step 1: Open Integration Settings

1. Go to Project Settings
2. Scroll down to the Integrations section
3. Click on Slack

Step 2: Connect to Slack

1. Click Connect in the Slack settings modal
2. You'll be redirected to Slack's authorization page
3. Select the workspace you want to connect

Step 3: Grant Permissions

Review the permissions Heyo is requesting:

• Post to channels - To send notifications
• Read channel info - To list available channels

Click Allow to grant access.

Step 4: Select a Channel

After authorization, you'll return to Heyo:

1. Choose the channel where you want to receive notifications
2. Click Save

Step 5: Enable Notifications

Toggle Enable notifications to start receiving messages.

How Notifications Work

New Conversations

When a visitor starts a new conversation, Heyo creates a parent message in your channel:

New conversation started by John Smith
📧 [email protected]
🌍 United States

Messages in Threads

All subsequent messages from the visitor appear as replies in the same thread:

John Smith: Hi, I have a question about pricing
John Smith: Do you offer monthly plans?

Replying to Visitors

To reply from Slack:

1. Open the thread
2. Type your response
3. Hit Enter

Your message will be sent to the visitor in real-time via the Heyo widget.

Alert Notifications

When a visitor triggers an alert (e.g., visits pricing page), you'll see:

🚨 Alert: Viewed Pricing Page
Triggered by John Smith (United States).
[💬 Message] [View Visitor]

Settings

Changing the Channel

1. Go to Project Settings → Integrations → Slack
2. Select a different channel from the dropdown
3. Click Save

New notifications will go to the new channel. Existing threads remain in the old channel.

Disabling Notifications

Toggle off Enable notifications to pause Slack notifications without disconnecting. You can re-enable anytime.

Disconnecting Slack

1. Go to Project Settings → Integrations → Slack
2. Click Disconnect
3. Confirm the disconnection

This removes the Slack integration from this project. You can reconnect anytime.

Troubleshooting

Not receiving notifications

1. Check that the integration shows as Connected in settings
2. Verify Enable notifications is toggled on
3. Make sure you selected a channel
4. Check that the Heyo app wasn't removed from Slack

Messages not appearing in threads

If a thread was deleted in Slack, Heyo will automatically create a new thread for the next message.

"Channel not found" error

The selected channel may have been deleted or made private. Select a different channel in settings.

Can't see private channels

Heyo can only post to channels where the Heyo app has been added. For private channels:

1. In Slack, go to the private channel
2. Click the channel name → Integrations → Add apps
3. Add the Heyo app
4. Return to Heyo settings and select the channel

Security

• OAuth 2.0 authentication (no passwords stored)
• Only posts to your selected channel
• You can revoke access anytime from Slack's app settings
• No message content is stored on Slack's servers beyond normal Slack retention

Removing Slack Access

To fully remove Heyo from your Slack workspace:

1. In Slack, go to Settings & Administration → Manage apps
2. Find Heyo in your installed apps
3. Click Remove App

This removes all Heyo access from your workspace.